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Fintech Focus For February 3, 2021
Tuesday, February 2, 2021 - 8:18pm | 2714Quote To Start The Day: To better align our incentives with those of our members, we will stop participating in the practice of Payment for Order Flow. Source: Public.com One Big Thing In Fintech: An “anonymously” led startup called Millions has raised a $3 million seed round...
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Fintech Focus For December 17, 2020
Wednesday, December 16, 2020 - 6:26pm | 2091Quote To Start The Day: Pricing an IPO is more of an art than a science. Source: Ran Ben-Tzur One Big Thing In Fintech: A massive delta exists between public and private assets. That’s according to Solomon Tesfaye, the vice president of business development and capital markets at tZero Group...
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Fintech Focus For September 17, 2020
Wednesday, September 16, 2020 - 6:17pm | 2478Quote Of The Day: It is hard to fail but it is worse never to have tried to succeed. - Theodore Roosevelt Fintech Movers: The global fintech sector faces an "existential crisis", says McKinsey, as sources of funding dry up. - Finextra What’s the outlook for crypto brokerages....
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InvestCloud Launches Wealth, Asset Management Platform White
Thursday, March 5, 2020 - 12:55pm | 268InvestCloud, a cloud platform for the financial services industry, announced the launch of White on Thursday, a digital asset management solution for registered investment advisers and turnkey asset management platforms. “The launch of InvestCloud White marks a new opportunity for...
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InvestCloud Adds To Portfolio Of Financial Digital Solutions With Launch Of PersonaTech
Tuesday, December 10, 2019 - 12:29pm | 251InvestCloud, a provider of digital solutions, formally announced PersonaTech, an app aimed at increasing client engagement in the wealth management space. InvestCloud is a globally recognized solution for the financial services industry. The firm leverages powerful analytics and data mastery to...
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'Recognizing Cost Savings': Westwood Holdings Chooses InvestCloud To Lead Digital Transformation
Monday, September 23, 2019 - 7:45am | 368Earlier this month, InvestCloud announced that Westwood Holdings Group (NYSE: WHG), an investment manager to institutions, private wealth and financial intermediaries, chose its platform to expand its digital capabilities. InvestCloud is a software platform with use cases in communication, accounts...
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7 Fintech Companies Making Waves In 2019
Monday, September 9, 2019 - 5:52pm | 1008Every year, Benzinga showcases the most innovative and forward-looking companies shaping the fintech industry. In preparation for the fifth annual Benzinga Global Fintech Awards in New York City on Nov. 19, Benzinga is taking a look at companies that have captured news waves this year....
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InvestCloud, Empaxis Launch TAMP1 Investment Platform
Wednesday, August 28, 2019 - 4:10pm | 267Empaxis, a back-office outsourcing and reconciliation service for the asset management industry, selected InvestCloud, a digital solutions provider, to launch TAMP1, a Turnkey Asset Management Platform for investment managers. “Our partnership with InvestCloud in the development of TAMP1...
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'The Primary Engagement Mechanism With Your Clients': InvestCloud's Co-Founder Talks Digital Portability
Thursday, July 18, 2019 - 3:24pm | 674Michael Smith, the co-founder and executive vice president of business development at the cloud-based digital platform InvestCloud, discussed the company's niche and its growth prospects in an interview with Benzinga. About InvestCloud InvestCloud, initially a cloud platform for the...
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InvestCloud Strengthens Business Development With Executive Team Changes
Tuesday, July 9, 2019 - 3:48pm | 205InvestCloud recently appointed Michael Smith as Executive Vice President of its New York operations and Rebeca Sanchez Sarmiento as CFO to improve business development and financial management infrastructure. InvestCloud is a software platform with use cases in communication, accounts management...
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Connecting With Next-Gen Investors
Friday, April 12, 2019 - 10:55am | 1392The roots of the investment industry are in trust. It’s in the name ‘fiduciary’ – fiducia being Latin for “trust” – and it’s in the experience that we need to feel with the people we make stewards of our assets as investors. We’ve all seen...
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Financial Advisers Need To Be More Engaging, And This Fintech Company Wants To Help
Thursday, July 19, 2018 - 1:31pm | 554In 2018, every consumer-facing platform is concerned with the same thing: user engagement. From media, where the head of HBO opened up about the need to focus on “hours in the day,” to Wall Street, where companies are rewarded for their commitment to customer engagement. Unsurprisingly...
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InvestCloud Is Turning Legacy Systems Into 'Amazon-Like' Apps
Tuesday, May 15, 2018 - 4:01pm | 469According to Westwood CEO Brian Casey, InvestCloud is turning its legacy systems into Amazon.com (NASDAQ: AMZN)-like apps. Casey spoke alongside Yaela Shamberg, InvestCloud Co-Founder and Head of Product, about wealth management's potential fit in the future financial technology during a...
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InvestCloud Develops Financial Solutions For The New Era Of Data Management
Thursday, May 10, 2018 - 12:33pm | 1164The Benzinga Global Fintech Awards are a yearly showcase of the greatest advents in fintech from leaders and visionaries in the worlds of finance and technology. This year, we have executives, developers and innovators from the likes of Facebook, Amazon, IBM, JP Morgan, Zelle, TD Ameritrade,...
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Profiting From Data: How Investment Managers Can Monetize Data
Monday, May 7, 2018 - 10:37am | 956Most industries are being transformed by the access and control of data. Technology has certainly enhanced the role data plays in a business – many recognize this. But the crucial role that data can play in improving the bottom line is still vastly underappreciated. The investment management...